Susan ViqueiraCRD Number: 726931
Current Firm: Ameriprise Financial Services, LLC
Susan Viqueira (CRD# 726931) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Rockville, MD and has over 39 years of experience in the finance industry.
David Wealth Management, LLC
Equitable Advisors, LLC
Grove Point Advisors, LLC
|Ameriprise Financial Services Inc.||Rockville, MD||Feb 2017 - Current||5|
|Kestra Financial Services, Inc.||Austin, TX||Apr 2016 - Feb 2017||< 1|
|Gartenhaus Financial Corporation||Rockville, MD||Jan 2000 - Feb 2017||17|
|Nfp Advisor Services||Rockville, MD||Dec 2010 - Apr 2016||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1983|
|S65||NASAA Investment Advisors Law Examination||Dec 1999|
Total Assets Under Management458,068MILLIONS
Total Number of Accounts1,860,870ACCOUNTS
Average Account Value$246,158
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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